GLG News by Generic Drug Economic Experts

Bruce GoldbergPharmacistKOHLL'S PHARMACY & HOMECARE, INC

Lupin's opportunity to drop the Lotrel margin!

February 15, 2010

Analysis of:Lupin gets US FDA approval for hypertension capsules | www.pharmabiz.com

The approval of Lupin's generic Lotrel line will create one more player in a field that is currently not very crowded. Yet, don't expect the other players to not react! Generic Lotrel is currently priced relatively high compared to other multi-source hypertensive products.

Adam FeinFounder & PresidentPEMBROKE CONSULTING INC

Maintenance Choice Update: CVS Gain, Caremark Same

February 11, 2010

Analysis of:CVS Posts 10% Rise in Net | online.wsj.com

CVS Caremark's Maintenance Choice program is growing rapidly as a benefit design option, demonstrating that payers are willing to accept more restricted pharmacy networks in exchange for savings and control. The outcome for the pharmacy industry will be more rapid consolidation. At the same time, I still wonder if Maintenance Choice provides enough competitive differentiation to help Caremark win new Pharmacy Benefit Manager (PBM) business.

Bruce GoldbergPharmacistKOHLL'S PHARMACY & HOMECARE, INC

Cetirizine OTC liquid. A day late and a dollar short.

February 8, 2010

Analysis of:Aurobindo Pharma receives final approval for Cetirizine Hydrochloride Solution (OTC) | www.pipelinereview.com

Why the delay? Teva, Taro, and Perrigo all have strong footholds in this market. Rx and OTC competition remains strong, thus what would allow a new player to grow quickly outside of eroding the price market?

John AnsellDirectorJohn Ansell Consultancy

GSK's newly acquired Traficet-EN could fill a clear gap in the IBD market

January 13, 2010

Analysis of:GSK obtains license to develop ChemoCentryx’s Traficet-EN to treat inflammatory bowel diseases | www.pharmabiz.com

Traficet-EN is an interesting and different approach to inflammatory bowel disease. Whilst it is outside the core therapeutic areas GlaxoSmithKline is currently concentrating upon, the product could fill a significant gap in this market.

John AnsellDirectorJohn Ansell Consultancy

A triple combination for H1N1: good in principle

October 30, 2009

Analysis of:Triple-combo Drug Shows Promise Against Antiviral Resistant H1N1 | www.medicalnewstoday.com

The principle behind Adamas’s triple combination development for influenza is a good one. There is clearly a need for improved treatments, as the latest wave of swine flu is now showing. Oseltamivir (Tamiflu) and ribavirin are reasonable drugs to select but the third component, amantadine, may prove the weak link.

John AnsellDirectorJohn Ansell Consultancy

GSK's new venture into Duchenne's makes sense

October 14, 2009

Analysis of:GlaxoSmithKline and Prosensa form alliance to fight Duchenne Muscular Dystrophy | www.pipelinereview.com

GSK's latest deal on Duchenne's muscular dystrophy with the Dutch company Prosena is a further indication of the former's interest in diversifying out of the more obvious, major areas of medicine.This can make sense: such "esoteric" indications areas are less well understood, there is less competition and commercial rewards can turn out to be greater than superficially apparent.

John AnsellDirectorJohn Ansell Consultancy

What does Solvay offer to a bidder ?

September 25, 2009

Analysis of:Sources: Abbott sparks Solvay bidding war, UCB may follow | www.fiercebiotech.com

In considering the outcome of the current bidding war, what can Solvay Pharmaceuticals offer to an acquirer ? It can’t be the R & D pipeline. In 2004 Solvay was described by one industry observer as having a great pipeline. But except for one modest short-term success in the market, all of the projects then at Phase III or beyond fell down.

John AnsellDirectorJohn Ansell Consultancy

Dainippon Sumitomo acquires a bridgehead and settles Sepracor's uncertain future

September 4, 2009

Analysis of:Dainippon Sumitomo Pharma to Acquire Sepracor for U.S. $23.00 Per Share in an All-Cash Tender Offer Valued at Approximately U.S. $2.6 Billion | www.pipelinereview.com

In acquiring Sepracor, Dainippon Sumitomo is gaining a modest-sized commercial bridgehead for marketing its products in North America, but one which by itself had an uncertain future. Dainippon Sumitomo will need to take action to stabilize a company which has been facing issues concerning its future sustainability.

John AnsellDirectorJohn Ansell Consultancy

An important landmark for Nycomed's Daxas

September 1, 2009

Analysis of:Four studies published in The Lancet show roflumilast (Daxas®), a new oral approach to COPD, improves lung function and reduces exacerbations | www.nycomed.com

The level of unmet need in COPD, a very common respiratory disease, is high. Consequently, provided a new drug is registrable it does not have to have outstanding qualities to become a substantial success. Nycomed’s Daxas has recently been submitted for registration for COPD in the US and Europe. If registered, this novel drug will be the first member of its class to reach the market.

Kuldeepak SharmaPresident/Pharmaceutical ConsultantDr. Kuldeepak Sharma

Good and Bad From Astellas Joint Venture With Maxygen

July 5, 2009

Analysis of:Astellas Announces Joint Venture with Maxygen to Develop Protein Pharmaceuticals | www.pipelinereview.com

I read this news with great interest. This joint venture called (MPC) will advance Maxy 4 development program for rheumatoid arthritis and transplant rejection. Maxygen & Astellas  are committing $ 10 million each for this joint venture. Since I have worked with Astellas (Yamanouchi) and based on my experience, I think this joint venture (JV) is good for shareholders of Maxygen and Astellas but bad for Maxygen employees. I think Maxygen will shift programs and assets to other companies and it's R&D operations and personnel will go to this new JV with Astellas. This will leads to layoff form financial, administrative, corporate and support departments. This press release did not said when and how many pink slips will be handed out. .I think This strategy is already working based on Maxygen stock closed on July 1 at $7.17 up $0.45 (6.7%).  

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